Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
When Markets React
When markets shift, experienced investors stick to their strategy.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
When Markets React
When markets shift, experienced investors stick to their strategy.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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